SMRI vs VUG

ASMRI

BVUG

Measures won4–1SMRI wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.43%SMRI · $143 on $10k

Smallest drop−8.7%SMRI · worst fall in 1Y

Held in common4.8%SMRI and VUG

SMRI

VUG

Bushido Capital US Equity ETF · $716MVanguard Morningstar Growth ETF · $233B

+26.8%3 years · per year$20,397 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

0.71%Expense ratio$71 · $3 on $10k · lower wins0.03%

1.43%12-mo yield$143 · $43 on $10k0.43%

−8.7%Worst dropSmaller wins−15.1%

15.3%VolatilityLower wins19.0%

4–1SMRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMRI · VUG

2.3%LLY2.6%

1.8%NFLX0.8%

1.1%SNDK0.7%

2.0%BKNG0.3%

Held in common4.8%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−2.0%	+30.9%	+37.1%	+26.8%	new	−8.7%	$716M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ASMRI	Bushido Capital US Equity ETFRead Desk		0.71%	1.43%	−2.0%	+30.9%	+37.1%	+26.8%	new	−8.7%	$716M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMRI vs VUG

SMRI

Bushido Capital US Equity

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureSMRIVUG

Fee0.71%0.03%

Cost on $10k a year$71$3

Yield1.43%0.43%

5 years, per year[…]+9.9%

3 years, per year+26.8%+22.8%

Worst drop · 1Y−8.7%−15.1%

Volatility · 1Y15.3%19.0%

4–1measures won
SMRI first

4.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMRI, VUG

Today

4.8%most shared, SMRI and VUG

SMRIVUG

SMRI—4.8%

VUG4.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$72most kept, SMRI

SMRI$143 − $71 = $72

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee